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Home > Institutional Investor > Winthrop Advisory Group Llc > 13F Holdings

Instuitional Investor - Winthrop Advisory Group Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 968,315 $137,917,140 11.27%
2.
Ishares Trust
 IEF 188,068 $122,847,972 10.04%
3.
Ishares Trust
 IEF 249,440 $88,940,383 7.27%
4.
Ishares Tr - MSCI ACWI EX US
 1,270,962 $87,022,791 7.11%
5.
Invesco Qqq Tr
 129,357 $74,662,413 6.1%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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